Financial Adviser
· TAMWORTH, NSW
David James Newberry
No disciplinary history on record with ASIC
TAMWORTH,
NSW
37
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000254405
David James Newberry is a financial adviser based in Tamworth, New South Wales, with 37 years of experience in the financial services industry since 1989. David is currently authorised under David J. Newberry. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Advanced Diploma of Financial Planning from Mentor Education. David is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2012
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2016
Advanced Diploma of Financial Planning
Mentor Education
Registration History
Not authorised to provide personal advice on Securities
Source: ASIC Financial Advisers Register